See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,635 | $163,101-36.5% | $136,749-24.2% | $142,382-27.2% |
| Participation rate | 71.4% | 78.2%-6.8pp | 72.1%-0.7pp | 80.1%-8.7pp |
| Annual return | 18.35% | 27.54%-9.2pp | 24.33%-6.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,661 | $4,117-59.7% | $3,400-51.1% | $4,299-61.4% |
| Participant deferral / active EE | $5,429 | $5,585-2.8% | $4,692+15.7% | $6,507-16.6% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |